Transaction Flow

Help Guide for NextGen® Enterprise PM 8

Enter Charges

Open NextGen® Enterprise PM. Select Charges on the NextGen® Enterprise PM toolbar. The Charge Posting window opens. To enter a charge, select New. Fill the fields for each charge entered on the encounter. Press the Tab key to move forward to the next field. Press the Shift and Tab keys to move back to the previous field. To complete the charge, do one of the following: To save the charge and enter another charge on the same encounter, select Next. The charge displays in the Charge Ledger at the bottom of the window. To save the charge without entering another charge, select Save. The charge displays in the Charge Ledger at the bottom of the window. To save the charge and clear the window to enter charges on another encounter, select Next Enc. To cancel the charge without saving changes, select Cancel. Field Descriptions for Entering a Charge You can enter the fields for each charge entered on the Charge Posting window. View Charges from the Charge Posting Window You can view All Patien

Help Guide for NextGen® Enterprise PM 8

Charge Place of Service Hierarchy

On the Charge Posting window, the Place of Service (POS) for a charge is derived from the pre-selected options in the Practice Preferences Charge Entry tab. In File Maintenance, it is derived from the Locations master file, or in the Service Items Library Maintenance window. While entering a charge, if the Place of Service field is not automatically filled based on the setup, you must enter it manually. The following diagram illustrates the process the system uses to determine the POS for a charge. Parent topic: Enter Charges Parent topic: Transaction Flow

NextGen® Therapy Suite Help 30.3.13.0

Add Message - Communication with Billing

Use the Add Message field to communicate to your billing team any changes needed to the charges on this visit. Type the message into the field, and then the Task Billing button. Parent topic: Fee Sheet

Help Guide for NextGen® Enterprise PM 8

Charge Posting for Anesthesia Billing

Once you have setup your practice to support anesthesia billing by completing the setup for anesthesia concurrency billing, and defined your claim rules and SIM pricing options in File Maintenance for anesthesia, you need to select a default practice-level Anesthesia Library and set up an ASA Crosswalk library to activate the crosswalk file on the Charge Posting window before entering charges for anesthesia services. Enter Anesthesia Charges You can enter anesthesia charges on the Charge Posting window. Anesthesia Service Information Window Parent topic: Anesthesia Concurrency Billing

NextGen® Enterprise EHR Template Editor Help 8

Template Caching Workflows

This section provides flowcharts that show how the most recent cache file is identified and how the Template Server Cache option is used. Parent topic: Template Caches

Help Guide for NextGen® Enterprise PM 8

Transactions by Encounter Summary Report

The Transactions by Encounter Summary report is a report identifying the primary payer of the encounter as the payer for the transaction. The primary payer attached to the encounter displays on the report regardless of the actual payer. To access the report in NextGen® Enterprise PM, select the Reports menu and select Monthly, then select Transactions, then select By Encounter, and then select Summary. From the Report Filter window, select the Info button to view the following information about the report: Logic: Charges and Transactions display under the primary payer/financial class on the encounter. Charges are reported based on the dates specified in Filter 1. Transactions are reported based on the dates specified in Filter 1, regardless of when the associated charge was processed. Account and Budget payments/adjustments will report under an ‘Unknown’ payer/financial class. If no line item data is selected in the columns tab, the report will ‘roll up’ to the highest level. In other

Transaction Flow

Recommendations

Enter Charges

Charge Place of Service Hierarchy

Add Message - Communication with Billing

Charge Posting for Anesthesia Billing

Template Caching Workflows

Transactions by Encounter Summary Report

Enter Charges

Charge Place of Service Hierarchy

Add Message - Communication with Billing

Charge Posting for Anesthesia Billing

Template Caching Workflows

Transactions by Encounter Summary Report